Kaizen Advisory’s Comcast CMCSA Stock Holding History

Kaizen Advisory’s Portfolio CMCSA Stock Details CMCSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$1.24M	Sell	36,367 -2,978	-8%	-$109K	0.86%	6
2018 Q3	$1.39M	Buy	39,345 +535	+1%	+$18.9K	0.73%	8
2018 Q2	$1.27M	Buy	38,810 +27,297	+237%	+$889K	0.65%	27
2018 Q1	$393K	Buy	11,513 +6,968	+153%	+$270K	0.39%	9
2017 Q4	$182K	Buy	+4,545	New	+$171K	0.11%	119

Other funds holding CMCSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kaizen Advisory's CMCSA Position: Q4 2018 in Review

Kaizen Advisory reduced its Comcast (CMCSA) stake by 7.6% in Q4 2018, selling an estimated $109K and leaving 36,367 shares worth $1.24M. The position accounts for 0.86% of the portfolio, ranked #6.

Kaizen Advisory first reported a position in CMCSA in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.39M in Q3 2018. 1,791 funds tracked by Wall St. Rank hold CMCSA as of Q4 2018.

Kaizen Advisory held 36,367 shares of Comcast worth $1.24M as of Q4 2018.
Kaizen Advisory sold 2,978 Comcast shares in Q4 2018, an estimated $109K.
Comcast made up 0.86% of Kaizen Advisory's portfolio in Q4 2018, its #6 holding.
Kaizen Advisory first reported a position in Comcast in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Comcast position peaked at $1.39M in Q3 2018.
1,791 funds tracked by Wall St. Rank held Comcast as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.